Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

HERO Software für Handwerker
Trigger: Watch Appointments
Make Code
Action: Select an action
1. Select a trigger
  • Triggers when an appointment is created or modified

  • Triggers when a contact is created or updated

  • Triggers when a document is created, uploaded or updated

  • Triggers when a new image is added to a project, contact or job

  • Triggers when a project is created or updated

2. Select an action
  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)